Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q1 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US DIVIDEN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-50.8K- 17.58% |
$3.82M - $4.09M
|
238K
$6.44M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-51.6K- 15.84% |
$3.88M - $4.16M
|
274K
$7.42M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-52K- 10.65% |
$3.91M - $4.19M
|
436K
$11.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-53K- 15.38% |
$3.99M - $4.28M
|
292K
$7.9M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-53.3K- 46.24% |
$4.01M - $4.3M
|
62K
$1.68M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-53.4K- 4.22% |
$4.02M - $4.31M
|
1.21M
$32.8M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-53.5K- 55.59% |
$4.02M - $4.31M
|
42.7K
$1.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-55.2K- 8.91% |
$4.15M - $4.45M
|
565K
$15.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-56.4K- 59.21% |
$4.24M - $4.55M
|
38.8K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-56.7K- 64.2% |
$4.27M - $4.57M
|
31.6K
$856K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-57.8K- 14.66% |
$4.35M - $4.66M
|
336K
$9.11M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-60.9K- 76.8% |
$4.59M - $4.91M
|
18.4K
$499K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-64.3K- 13.34% |
$4.84M - $5.18M
|
417K
$11.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-65.7K- 97.94% |
$4.95M - $5.3M
|
1.38K
$37.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-65.8K- 5.3% |
$4.95M - $5.3M
|
1.18M
$31.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-67.4K- 39.55% |
$5.07M - $5.44M
|
103K
$2.79M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-73.3K- 61.99% |
$5.52M - $5.91M
|
44.9K
$1.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-73.3K- 3.66% |
$5.52M - $5.91M
|
1.93M
$52.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-75.2K- 6.54% |
$5.66M - $6.07M
|
1.07M
$29.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-99K- 17.69% |
$7.45M - $7.98M
|
461K
$12.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-102K- 66.8% |
$7.67M - $8.22M
|
50.7K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-112K- 75.28% |
$8.4M - $9M
|
36.7K
$993K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-119K- 44.06% |
$8.97M - $9.62M
|
151K
$4.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-124K- 1.34% |
$9.36M - $10M
|
9.15M
$248M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-126K- 39.24% |
$9.46M - $10.1M
|
195K
$5.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-127K- 7.67% |
$9.54M - $10.2M
|
1.53M
$41.3M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-128K- 86.7% |
$9.62M - $10.3M
|
19.6K
$531K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-131K- 86.59% |
$9.83M - $10.5M
|
20.2K
$547K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-140K- 82.63% |
$10.6M - $11.3M
|
29.5K
$798K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-150K- 44.29% |
$11.3M - $12.1M
|
189K
$5.12M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-154K- 83.45% |
$11.6M - $12.4M
|
30.5K
$826K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-160K- 3.08% |
$12M - $12.9M
|
5.04M
$136M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-160K- 3.68% |
$12.1M - $12.9M
|
4.2M
$114M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-164K- 75.13% |
$12.4M - $13.2M
|
54.4K
$1.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-164K- 80.17% |
$12.4M - $13.3M
|
40.7K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-166K- 3.15% |
$12.5M - $13.4M
|
5.12M
$139M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-169K- 43.87% |
$12.7M - $13.6M
|
216K
$5.85M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-206K- 69.54% |
$15.5M - $16.6M
|
90.5K
$2.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-226K- 96.25% |
$17M - $18.2M
|
8.82K
$239K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-254K- 51.27% |
$19.1M - $20.5M
|
241K
$6.54M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-323K- 43.61% |
$24.3M - $26M
|
417K
$11.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-359K- 75.33% |
$27M - $29M
|
118K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-362K- 34.38% |
$27.2M - $29.2M
|
690K
$18.7M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-483K- 98.96% |
$36.4M - $39M
|
5.06K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-521K- 7.88% |
$39.2M - $42M
|
6.09M
$165M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-542K- 85.3% |
$40.8M - $43.7M
|
93.3K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-629K- 5.49% |
$47.3M - $50.7M
|
10.8M
$294M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-658K- 14.73% |
$49.5M - $53M
|
3.81M
$103M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-791K- 35.92% |
$59.5M - $63.8M
|
1.41M
$38.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-955K- 69.46% |
$71.8M - $77M
|
420K
$11.4M
|